VSMAX VANGRD MRGSTR SML CP IDX-ADM
FollowMFD (fund)
15 managers (15 13F filers) reported a position in VSMAX shares at 2025-03-31, 586,326 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 15
- 13F filers
- 15
- New
- 3
- Added
- 2
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 586,326
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 292,982 | $31.1M | 1.26% | +917 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 236,512 | $25.1M | 1% | -63,759 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 13,362 | $1.42M | 0.11% | -239 | 13F-HRTimeline |
| Wallington Asset Management, LLC | 10,245 | $1.09M | 0.16% | +300 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 9,202 | $978K | 0.04% | -219 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 5,942 | $631K | 0.07% | new | 13F-HRTimeline |
| Arvest Bank Trust Division | 5,078 | $540K | 0.03% | 0 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 3,682 | $391K | <0.01% | -503 | 13F-HRTimeline |
| Dempze Nancy E | 3,418 | $363K | 0.22% | 0 | 13F-HRTimeline |
| RFP Financial Group LLC | 2,860 | $304K | 0.12% | 0 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 1,266 | $134K | 0.04% | new | 13F-HRTimeline |
| PSI Advisors, LLC | 1,009 | $107K | 0.03% | new | 13F-HRTimeline |
| eCIO, Inc. | 348 | $37K | 0.01% | 13F-HRTimeline | |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 220 | $23.3K | 0.01% | 13F-HRTimelineGroup | |
| Estabrook Capital Management | 200 | $21.2K | <0.01% | 0 | 13F-HRTimeline |